EN Other
  • AUM $3.9 billion
    (September 30, 2018)
  • Inception Date 1968
  • Vehicles Available
    • UCITS
    • Non-UCITS
    • Separate account
 

Investment Philosophy

We believe that Multi Asset Targeted Return portfolios can deliver a targeted return over cash or inflation that is equivalent to long-term equity returns but with considerably less risk. The key is strategic and dynamic asset allocation, which we believe is an effective way for investors to achieve real growth in their assets with the added benefit of reduced volatility.

Our Value Add

Tried and tested over multiple market conditions

  • Our robust and repeatable multi asset investment process can deliver equity-like returns with lower than equity volatility
  • Our approach aims to deliver portfolios that capture upside in rising markets and offer downside protection in falling markets

Rigorous research

  • Our investment strategy is underpinned by a detailed 10-year forecast that examines underlying macroeconomic trends to identify long-term value
  • We recognize that long-term returns are delivered unevenly and as such we aim to dynamically allocate to take advantage of short-term opportunities

Client-focused solutions

  • While we follow the same proven investment process across our Multi Asset Targeted Return strategy, individual portfolios are designed with our clients’ needs in mind
  • Whether in consideration of the location and base currency of our investors or their income, growth and capital preservation requirements, our suite of multi asset products is designed to provide effective solutions
     

Portfolio Managers

 Christopher Mahon, CFA

Christopher Mahon, CFA

 Malcolm Herring

Malcolm Herring

 Marino Valensise, CFA

Marino Valensise, CFA